Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KAVAR CAPITAL PARTNERS GROUP LLC | 07-19-2024 | 06-30-2024 | 163 | 554,688,282 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $33,750,360 | 160,243 | 0.01 | 0.01 | -861 | -0.53 | 06-30-2024 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 2 | $28,940,391 | 432,075 | 0.01 | 432,075 | +Inf | 06-30-2024 | |
| SCHWAB STRATEGIC TR | SCHWAB FDT US LG | Liquidated | $0 | 0 | 0.01 | 0.01 | -367,501 | -46.86 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 4 | $27,439,298 | 427,071 | 0.00 | 0.00 | 11,975 | 2.88 | 06-30-2024 |
